DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
OCTB
ETF SER SOLUTIONS
12 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 268961851·12 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
OCTB, a defined-outcome buffer ETF, has a 12-holder, ~$38.0M 13F book concentrated in KFG Wealth Management ($15.4M) and Uniting Wealth Partners ($12.7M), which together hold roughly 74%. Blue Bell Private Wealth ($5.4M) follows. As with its sibling buffer ETFs, the book reflects RIA model-portfolio adoption.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.